Exporting and importing customers data using CSV format with Sage 50-Canadian Edition

Exporting and importing customers data using CSV format with Sage 50-Canadian Edition

Support Team Asked on January 6, 2018 in Sage.
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    There are three main steps in the process of transferring your customers list to a new Sage 50 file:

    1. Export the list of customers to a csv file
    2. Modify the CSV file
    3. Import the CSV file into the new Sage 50 file

    Step I: Exporting the Customers List to a CSV file

    1. From the main menu of Sage 50 Accounting click on ReportsListsCustomers.
    2. The Customer List Options box will come on.
    3. Press Select All.
    4. Click OK.
    5. It will then generate the Customer List Report.
    6. Go to the File menu on the Report.
    7. Click EXPORT.
    8. The “Export Selection” box will pop up.
    9. Make sure you save it in the C: drive and the “Save as” type box should be Comma Separated (*.CSV).
    10. Click on SAVE.

    Step II: Modifying the CSV file (with Microsoft Excel)

    1. Open up MS Excel.
    2. Go to File then Open.
    3. Go to the C: drive to select the CSV file that was exported from the old Sage 50 Accounting file.
    4. The first line of the CSV file has to contain a Version Number, Country Code, and the word ‘Customers’:
      1. Version:
        • Simply Accounting 2005 Version Number = 12001
        • Simply Accounting 2006 Version Number = 13001
        • Simply Accounting 2007 Version Number = 14001
        • Simply Accounting 2008 Version Number = 15001
        • Simply Accounting 2009 Version Number = 16001
        • Simply Accounting 2010 Version Number = 17001
        • Simply Accounting 2011 Version Number = 18001
        • Simply Accounting 2012 Version Number = 19001
        • Sage 50 2013 Version Number = 20101
        • Sage 50 2014 Version Number = 21001
        • Sage 50 2015 Version Number = 22001
        • Sage 50 Accounting 2016 Version Number = 23001
        • Sage 50 Accounting 2017 Version Number = 24001
      2. Country Code based on the status of your version of Sage 50 data file:
        • Canada Country Code = 1
        • USA Country Code = 2
        • French Country Code = 3
        • Australia Country Code = 5
        • International Country Code = 7
      3. For each customer you should have (Do not include commas or quotes in any of these fields, this punctuation will parse the data):
        • the customer name in column A,
        • the contact name in column B,
        • the street address in column C,
        • a second street address in column D,
        • the city in column E,
        • the province in column F,
        • the country in column G,
        • the ZIP code in column H,
        • the phone number in column I,
        • a second phone number in column J,
        • the fax number in column K,
        • the e-mail address in column L, and
        • the web site address in column M
      4. Please follow the sample format below. Note: The row # 2 is only for titles and it is not part of the import file.
      5. After modify the excel, make sure you save it in the C: drive and the “Save as” type box should be CSV (MS-DOS) (*.CSV).

    Step III: Importing

    1. In Sage 50 Accounting, click the File menu.
    2. Click on Import/Export.
    3. Click on Import Records.
    4. The Import Records Wizard appears.
    5. Select Sage 50 import format.
    6. Click Next.
    7. Click Back Up to create a backup for the company before importing.
    8. After the backup is successful, click Next.
    9. Click on the Browse button besides the Customers box.
    10. Select the CSV file that you want to import into Sage 50 Accounting.
    11. Click on Next.
    12. Sage 50 Accounting will show a log of all the customers that were added, and the reason why some were not added (if there were any).
    13. Click on Finish.

    Source: Sage Community forums.

    Disclaimer: Sage Accounting Solution is an independent provider of Sage Related services and is not affiliated with Sage.

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    Support Team Answered on January 6, 2018.
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